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Chad E. Hassinger, CFP® Partner, Regional Director

Chicago, IL

Merrillville, IN

630.331.1800

Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

Nicole Clarke, AIF® Portfolio Accounting Manager

Birmingham, AL

Merrillville, IN

219.842.2406

Sheri Cotton Executive Assistant / Marketing Assistant

Merrillville, IN

219.842.2451

Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2441

Kashish Meghani Investment Analyst

Merrillville, IN

219.832.8986

Christian Resendiz Associate Financial Planner

Merrillville, IN

219.832.8954

Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

Jeremy D. Schares, CFP®, CRPC® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1500

Alyssa Wheeling, MBA Senior Operations Manager

Birmingham, AL

Merrillville, IN

219.832.8841

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